| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Capital World Investors | $659B | Los Angeles, CA | 028-12786 |
| Capital International Investors | $532B | Los Angeles, CA | 028-15076 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 173 | $410M | +$77M | -$32.5M | +$44.5M | VB, CGDV, VT, CGCP, VTI | 13F-HR | 4/17/2025, 04:13 PM |
| Q4 2024 | 168 | $375M | +$50.9M | -$10.9M | +$39.9M | VB, VTI, SPYV, CGCP, CGUS | 13F-HR | 1/23/2025, 03:30 PM |
| Q3 2024 | 170 | $345M | +$59M | -$13.8M | +$45.2M | VB, VTI, SPYV, CGCP, CGUS | 13F-HR | 10/18/2024, 04:22 PM |
| Q2 2024 | 160 | $284M | +$43.9M | -$7.46M | +$36.4M | VB, VTI, CGCP, SPYV, SCHX | 13F-HR | 7/16/2024, 09:40 AM |
| Q1 2024 | 152 | $247M | +$99.9M | -$6.77M | +$93.2M | VB, VTI, SCHX, CGCP, CGDV | 13F-HR | 5/3/2024, 03:19 PM |
| Q4 2023 | 63 | $150M | $0 | $0 | VB, VTI, CGCP, SCHX, SDY | 13F-HR | 4/2/2024, 03:38 PM |